Live Seminar
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Tax Consequences and Estate Issues in Divorce
Addressing the issues and avoiding the pitfalls | | 4 Total CLE credits, 1 of which may be applied toward Ethics | | Course №: | 7365 |
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Do you fully appreciate the tax and estate issues involved in most divorces? Protect your client from disastrous taxes and yourself from a malpractice suit. Find out what you need to insist upon and what you can bargain away. Make certain you address the estate issues which may arise. Understand the tax effects of an agreement or decree.
Fundamentals of Divorce Taxation - Alimony (8 criteria, recapture, trusts), Child Support (allocation, imputed child support), Property Transfers (delayed payments, third party payments, incident to divorce), Filing Status, Credits and Exemptions (criteria for head of household, child tax credit, dependency exemptions), Deductibility of Legal Fees
How to Read a Tax Return - with a mock-up of the 1040, 1065 and 1120S returns- Hidden Income (distributions, reasonable compensation, perqs), Hidden Assets and Liabilities (estimated payments, NOL carryover, refund carryovers, depreciation, capital accounts), Built-in Gains, Basis, etc., Highlights of the 706 estate tax return (asset valuations, estate distributions, income)
Audits, Innocent Spouses and Criminal Liability- Unreported Income (cash-based businesses, gambling, offshore income), Innocent Spouse Relief, Separation of Liabilities and Equitable Relief (criteria for each, indemnification), Giving "Tax Advice"
Opportunities for Tax Savings and Estate Planning in Divorce Instruments (prenups and settlement agreements)- Asset Valuation (after-tax value of non-residential real estate, retirement, securities), 401K Distributions, Interest on Installment Buyouts of Marital Assets, Tax and Estate Consequences of Security Agreements (stock pledge), Valuation Discounts for Trusts and Pass-through Entities, Post-Divorce Disposition of ILITs and other Trusts, Contracts to Make a Will, Reconciling Prenups with Wills, Trusts, Restrictive Stock Agreements, and other Business Succession Instruments, Model language for prenups, marital settlement agreements, and related docs
Ethics **
**Ethics information has been integrated throughout this program. To receive 1 hour of ethics credit, you must attend the entire course.
This course is eligible for 5 CPA credits
Course Planners: Charles J. Meyer, Esq., and Brian C. Vertz, Esq.
Don’t Want to Travel? Take the Course Live on the Web! The CLE Board now permits you to earn up to four credits online (sorry: online credits cannot be carried forward). This course is offered via live webcast simultaneously with the satellite broadcast. Click here to register for the live webcast.
Then stay in the comfort of your home or office on August 3 as you join hundreds of your colleagues to catch up on the latest developments. Important note: Call Customer Service about credit in other jurisdictions or in other professions.
Course Materials Course Book (2012-7365) — $69 Audio CD (ACD-7365) — $39 Audio CD & Book Set (ACDS-7365) — $99
To order course materials, please call PBI`s Customer Service Department at 1-800-247-4724. If you are ordering course materials separately, please allow two weeks after the program for the shipment of books and 4 to 6 weeks for shipment of the CDs and book/CD sets. Include $6.00 shipping & 6% Pa. Sales tax on all orders.
hdo/scm | Credit Information | | |
| 4 Total CLE credits, 1 of which may be applied toward Ethics |
| Dates & Locations | | |
| Please note: Check-in begins 30 minutes prior to every event. | | Location | Start Time | End Time | | |
| Tuition | |
- Members--PA or any co. bar assn.
| $254.00 | |
- *Registrations received more than 3 days before the presentation qualify for this Early Registration.
| Early Registration $229.00 | |
- Member admitted after 1/1/08
| $234.00 | |
- *Registrations received more than 3 days before the presentation qualify for this Early Registration.
| Early Registration $209.00 | | |
| $274.00 | |
- *Registrations received more than 3 days before the presentation qualify for this Early Registration.
| Early Registration $249.00 | |
- Paralegal attending with attorney
| $124.00 | |
- *Registrations received more than 3 days before the presentation qualify for this Early Registration.
| Early Registration $99.00 | |
- Paralegal attending alone
| $154.00 | |
- *Registrations received more than 3 days before the presentation qualify for this Early Registration.
| Early Registration $129.00 | |
- Judges and judicial law clerks
| $140.00 | |
- *Registrations received more than 3 days before the presentation qualify for this Early Registration.
| Early Registration $115.00 | |
- Judges/judicial law clerks admitted after 1/1/08
| $130.00 | |
- *Registrations received more than 3 days before the presentation qualify for this Early Registration.
| Early Registration $105.00 | |
 | Faculty | | |
Charles J. Meyer, Esq., Hofstein Weiner & Meyer, P.C., Philadelphia, West Conshohocken Charles J. Avalli, Esq., Gentile Horoho & Avalli, P.C., Pittsburgh Melissa A. Bizyak, CPA, Grossman, Yanak & Ford, LLP, Pittsburgh Mary Jo Corsetti, Esq., Williams Coulson Johnson Lloyd Parker & Tedesco, LLC, Pittsburgh | Users who bought this Live Seminar also bought... | | |
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